CLA Wealth Advisors

Finance

Free

With its intuitive layout and abundant customization features, the CLA Wealth Advisors app can present just the information you need in a format that is accurate, personalized, and easy to understand. Bold graphics and a tiled interface provide 24/7 access to: · Detailed portfolio information · Asset allocations · Dynamic, interactive reports · Financial goals and the probability of reaching them · Other important documents · And more!

  • 4.5
    out of 5
    4 Ratings

Bug fixes and performance improvements. • Updated the app logo

The developer, CLA Wealth Advisors, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Collected

    The developer does not collect any data from this app.

    Privacy practices may vary, for example, based on the features you use or your age. Learn More

    The developer has not yet indicated which accessibility features this app supports. Learn More

    • Seller
      • CLIFTONLARSONALLEN LLP
    • Size
      • 70.1 MB
    • Category
      • Finance
    • Compatibility
      Requires iOS 10.0 or later.
      • iPhone
        Requires iOS 10.0 or later.
      • iPad
        Requires iPadOS 10.0 or later.
      • iPod touch
        Requires iOS 10.0 or later.
      • Apple Vision
        Requires visionOS 1.0 or later.
    • Age Rating
      16+
    • Copyright
      • © 2020 CliftonLarsonAllen Wealth Advisors, LLC